Every new client onboarding
shouldn't feel like
building from scratch.
MSP Onboarding Hub gives you a structured, repeatable onboarding process — with white-label client delivery and AI-assisted task expansion — so every client gets your best launch.
No credit card required. 14-day free trial.
What onboarding looks like before and after
Most MSPs onboard with a mix of a stale checklist, a copy-pasted Notion doc, and someone's memory. MSP Onboarding Hub replaces that with a structured process that runs the same way every time.
Three steps from signed to onboarded
No blank slate. No checklist archaeology. Just a clean structured launch from day one.
Define the scope
Enter the client's name, service tier, and stack details. MSP Onboarding Hub uses that context to generate a structured task list — no starting from scratch.
Expand the task list
AI-assisted task expansion fills in what your scope implies: credential intake, device enrollment, security baseline, check-in schedule, and more.
Launch the onboarding
White-label your client portal with your logo and their name, assign tasks, and give your client a professional experience from day one.
The onboarding problem every MSP knows
Most MSPs onboard new clients with a mix of a generic checklist, a copy-pasted Notion doc, and someone's memory of how it went last time. It works — mostly. But every onboarding is slightly different, slightly improvised, and slightly behind.
The best MSPs aren't necessarily faster than average MSPs — they're more repeatable. Every client gets the same structured launch, not the version of the process that happened to exist this week.
Start Building a Repeatable Process →Built for MSPs managing service delivery at scale
🚀 Growing MSPs (5–30 clients)
You've outgrown spreadsheets and copy-paste checklists. You need a process that scales without a full-time project manager.
🛠️ Service delivery leads
Give your ops lead a structured system instead of a pile of tribal knowledge — so onboarding quality doesn't depend on who's running the project.
💼 MSPs who care about client experience
A white-label client portal that shows real progress tells a different story than "we'll email you when it's done."
Common questions
Why not just use ClickUp, Notion, or Asana?
Generic PM tools require you to build the process yourself — and rebuild it for every edge case. MSP Onboarding Hub starts with MSP-specific workflows already structured, and adapts them to each client's actual scope.
How much setup is required?
Very little. Create a client workspace, enter the scope basics, and the system generates a working task list. You review and adjust — you don't start from blank.
Will clients actually use the portal?
The portal is designed to be simple enough that clients check it without a tutorial. Progress visibility and task status in a clean white-label view.
Can I customize the task list?
Yes. The AI-generated task list is a starting point, not a locked template. Edit, add, remove, and reorder tasks to match your actual delivery process.
Simple, transparent pricing
Start free. Upgrade when you need more. Cancel anytime.
Your next client onboarding should run like your best one.
Start free, build your first onboarding workspace, and see what repeatable looks like.
Try MSP Onboarding Hub Free14-day free trial. No credit card required.